Legacy Shield - Your Protection Blueprint

Legacy Shield

The Only Protection Blueprint That Adapts to Your Life

Why 87% of High Earners Are Dangerously Underprotected

Wrong Coverage Amount

Most people guess their coverage needs, leaving families vulnerable.

No Tax Strategy

Without proper planning, families could lose 40%+ to taxes.

Waiting Too Long

Every year you wait, premiums increase and health risks grow.

What You'll Discover

  • Your exact protection gap (most people are shocked)
  • The #1 mistake that costs families millions in taxes
  • How to build tax-free retirement income while protecting your family
  • The optimal insurance mix for your income level
  • When to transition from term to permanent coverage
  • Estate planning strategies that preserve your legacy

Who This Is For

High-Income Professionals

Earning $100K+ who need sophisticated protection strategies

Business Owners

Protecting both personal and business interests

Growing Families

Parents who want to secure their children's future

Pre-Retirees

Planning tax-efficient wealth transfer strategies

Ready to Discover Your Protection Gap?

Take our 3-minute assessment and get your personalized blueprint

Trusted by 2,500+ families

"Jose's strategy saved us $180K in taxes and gave us complete peace of mind."

- Sarah M., Tech Executive

"Finally, a plan that actually makes sense for our income level and goals."

- Michael R., Business Owner

"The personalized blueprint was exactly what we needed to move forward confidently."

- Jennifer L., Attorney

Meet Your Advisor

Your trusted partner in financial protection

Jose Maravillo - Farmers Licensed Agent

Jose Maravillo

Farmers Licensed Agent

1+ Years Experience 150+ Families Protected $5M+ Coverage Placed

My Mission

"I believe that insurance is more than just a policy—it's about protecting what matters most and securing a strong future for you and your loved ones. With a commitment to integrity and personalized service, I take the time to understand your unique needs and provide the right solutions."

Get Your Personalized Blueprint in 3 Minutes

Answer 10 strategic questions and receive a custom protection strategy worth $2,500 — completely free.

3 minutes
100% confidential
Expert analysis

⚡ Limited spots available for personalized strategy calls

Jose Maravillo | Farmers Licensed Agent | Backed by Farmers Insurance - 95+ Years of Trust

Legacy Shield

Your Personalized Protection Blueprint

Step 1 of 7 14% Complete

What is your current annual household income?

Farmers Licensed Agent | 1+ Years in Financial Protection

No financial advice is provided here. For education only. Your actual plan will vary.

Your Protection Blueprint

Get instant access to your personalized Legacy Shield strategy

Personalized Strategy

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Expert Analysis

By continuing, you agree to receive communications about your personalized strategy. We respect your privacy and will never share your information.

Jose Maravillo | Farmers Licensed Agent | 1+ Years in Financial Protection

Generating Your Blueprint

Our AI is analyzing your responses to create a personalized protection strategy

Analyzing your income profile... 0%
Analysis
Strategy
Blueprint

Your Executive Protection Plan

Hello there, your personalized protection strategy is ready

$100K - $249K
Annual Income
$1,400,000
Recommended Coverage
Yes
Dependents
35
Years Old

Your Three-Phase Protection Timeline

1

Phase 1: Foundation (Ages 35-45)

Foundation Phase (Ages 35-45): Establish core protection with 10-12x annual income in term life insurance. Focus on immediate family protection and debt coverage.

2

Phase 2: Growth & Leverage (Ages 45-55)

Growth & Leverage Phase (Ages 45-55): Transition to permanent life insurance with cash value growth. Begin tax-advantaged wealth accumulation strategies.

3

Phase 3: Legacy (Ages 55+)

Legacy Phase (Ages 55+): Optimize estate planning and wealth transfer strategies. Maximize tax-free legacy for beneficiaries.

Your Personalized Action Plan

Immediate term life insurance to protect current income and debts
High-limit umbrella policy for comprehensive asset protection
Index Universal Life (IUL) for tax-free retirement income
Comprehensive family protection plan including education funding
Review and optimize existing insurance policies and beneficiaries
Schedule annual policy reviews to adjust coverage as life changes

Ready for Your Exact Numbers?

Book a 20-minute Legacy Strategy Call with Jose. We'll break down exactly how much protection you need, what options you qualify for, and how to build lasting tax-free income — all customized to your scenario.

20-minute call
No pressure
Expert guidance

Download Your Complete Blueprint

Get your comprehensive PDF report with all personalized recommendations, timeline, and action steps.

Your personalized protection strategy report

Jose Maravillo | Farmers Licensed Agent | 1+ Years in Financial Protection

This blueprint is for educational purposes only. Your actual plan will vary based on underwriting and specific circumstances.

Thank You for Your Interest

Thank you for your interest. Our services are currently designed for households with income above $50k. We recommend consulting with a local financial advisor for your current situation.

For personalized guidance at any income level, consider consulting with a local financial advisor.

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